Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,123 | $162,821-81.5% | $133,978-77.5% | $158,982-81.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.45% | 41.95%-15.5pp | 45.10%-18.6pp | 302.99%-276.5pp |
| Employer contribution / active EE | $3,203 | $4,976-35.6% | $3,919-18.3% | $4,763-32.7% |
| Participant deferral / active EE | $5,231 | $5,910-11.5% | $5,047+3.6% | $5,983-12.6% |
| Admin fee / account holder | $15 | $11,742-99.9% | $8,930-99.8% | $11,252-99.9% |